Update client profiles when design work is ready for review
When design collateral is marked ready for review in Orshot, automatically update the corresponding customer record in Calendly with project progress.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Orshot Explore Orshot →
TriggersFires when a new file or board is created in Orshot.
Fires when someone comments on a file in Orshot.
Fires when a file in Orshot is shared with someone new.
Fires when a file in Orshot is marked ready for review.
Starts a new file in Orshot from a saved template.
Posts a comment on a specific file in Orshot.
Exports a frame or board from Orshot as a PNG or PDF.
Moves a file in Orshot into a different project or folder.
Calendly Explore Calendly →
TriggersFires when a new booking or appointment is made in Calendly.
Fires when a booking in Calendly is changed or canceled.
Fires when a new customer books for the first time in Calendly.
Creates a new booking or appointment in Calendly.
Cancels or moves a booking in Calendly.
Creates or updates a customer record in Calendly.
Adds a booking from Calendly to a connected calendar.
More Orshot + Calendly workflows
Create custom design project assets for new appointments
When a client books a session in Calendly, automatically create a design file from a template in Orshot to kick off asset preparation.
See details
Schedule a design review session when sharing new work
When a design file is shared in Orshot, automatically create a review booking in Calendly to secure time with the client.
See details
See all Orshot + Calendly integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update client profiles when design work is ready for review” between Orshot and Calendly?
Yes — describe it in the box above and Knit's Integrations Agent researches Orshot and Calendly's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Orshot and Calendly improve my team's workflow?
It eliminates manual coordination between client bookings and creative asset production, ensuring design templates and customer files are updated automatically when appointments are made.
Can I automatically create collateral when a customer schedules a meeting?
Yes, you can configure Calendly to prompt Orshot to build tailored project files from templates as soon as a new booking is confirmed.